Create a New Customer

The first step in EQ is to set up a new customer record. A customer record is where you will store multiple quotes, orders, communication and more, saved against it.

1. Click Customer List button on the top toolbar:

2. Click Add (in the middle) to get a new blank customer record.

3. Enter as many details as needed for this customer.

You can enter the name and postcode only and press the magnifying glass button next to the postcode, to use the postcode lookup feature to find and complete the full address.  This feature requires you to purchase some credits, which can be done using the System Config menu.

The classifications drop down boxes can be customised by clicking Edit Popup Contents button. You can use these to record information like the showroom that the customer visited or source of the lead.

You can come back to this screen to add/change details later.

4. Click Update to save the customer screen.

5. Respond Yes to make a customer folder. A folder is useful for storing notes and PDFs relating to your customer.

Note: You can set certain fields on this screen to be compulsory so details never get left blank. See the option in System Config > Compulsory Fields.

You are now ready to use the customer, for example create a new quote or add a new communication entry.